airSlate WorkFlow

We have participant Waivers and Agreements for our events that have to be signed. We will receive 100,000+ so also need to make portions of those forms easily accessible to staff to confirm every attendee has a signed form upon arrival. We use Google Integration to have portions of the form export to a google sheet which updates in real time (other platforms require you to perform a manual download). Using various formulas in google sheets, we're able to distribute the data to the correct staff member(s) so they aren't having to sort through every single row of data. It's a pretty savvy platform. A few things on my wishlist like being able to have conditional forms or by auto filling specific data by using an order number added to the web address.

We use airSlate (and PDF Filler) in order to automate some of our paperwork processing for various departments within and outside of the Human Resources team.

Because of our success with and use of airSlate for personnel processing, we have assisted our finance department in implementing the use airSlate to automate their capital request and check request processes, as well as our counterparts in the County utilizing airSlate for their personnel processing.

Since Covid has forced a lot of things to move online, airSlate has come in handy with making a lot of work flow virtually. The ability to have more than one signer and multiple steps has been very useful to the organization. airSlate is used for things that require only one person, to forms that are used by hundreds or even thousands of employees at a time.

We installed airSlate a few months ago for the main use case of automatically sending documents to our volunteers, receiving them back, and having (some of) the data flow automatically into Salesforce. But we've already found a couple of other use cases: sending invoices to "customers" and using the permanent link feature to allow some of our stakeholders to send us certain information whenever they need to update it.

Capture signatures on Treatment reviews/consents/release of information forms for virtual visit clients.

We have used airSlate to automate much of our documentation that require multiple people to sign off on. We also utilize it to store information from documents in secure excel files. The scope right now is limited to current employees and some vendors we utilize. In the future we are hoping to add customer integration.

It's used for Contract signing and we are looking to use for other purposes also. We are pulling data from database, filling up our contracts and once completed storing all signed copy in our sharepoint. Plus, it also integrated with our CRM. All these have simplified our process and we are looking to use Airslate for other business process.

Use it for trial reviews and consent. typically <50 people

airSlate was an amazing piece of technology for our firm. We were looking for an automated way to create PDF reports and pull information out of Salesforce. airSlate answered all of those needs for us. We were able to find other uses for airSlate when we were looking for a new way to create web forms. We can now easily create webforms and have the information upload directly into Salesforce.

signature on applications

The Underground Clinic uses airSlate to send documents that need to be filled out to our patients. This can be used for our intake paperwork, financial assistance programs, or pre-appointment documents that are needed. This cuts down on our time spent on administration and saves the patient time while waiting for their appointment.

We use airSlate to streamline administrative processes to keep overhead costs low. We aim to keep compensation as high as we can so we automate a lot of tasks and embed forms on our website for employees and clients to access to avoid losing productivity by sending a lot of emails and otherwise pushing out documents manually. We use airSlate in nearly all areas of the practice.

We use airSlate for our Student Athlete Opt-Ins for our business. The bots automating the process make it easier and time saving. We are able to export this data into our CRM easily and our schools are able to track the opt-ins easily too.

We use airSlate for contracts, to sign tax returns, and to collect and distribute payroll information from our clients and to our clients. Originally, the hope was to streamline the signature, document distribution and warehousing of contracts, tax returns, and payroll data. The challenge we encountered with airSlate had more to do with the learning curve than with anything else. We wanted to automate the payroll forms in particular and we just could not get it to reliably work for us in that way. Now we have a more stripped down approach to those documents that works for the most part and at least puts the data we need within reach of our team. It seems like every software company is now using descriptors like "workspace" for what they do, airSlate is no different. This is not well defined in the helps files neither is it clear when you're there in the app. You can create a workspace for every client but each a separately billed platform and there is no sorting to easily distribute between different types of documents. The distribution of users is also weak and uncustomizable. The only way to make it work for everyone is to make everyone an admin which defeats the purpose.

We utilize airSlate to help us with various workflows across the organization. In our setting, we have a need to fill out multiple different forms, from 30+ offices (and remote workers), so having something online that can help us with e-signature has been huge. Plus, some of these forms need to be filled out and/or signed by different parties, who may or may not be in the same office setting. We have been able to accomplish this along with many other things using airSlate's flows and templates.

I use airSlate to support our Volunteer Management workflow. airSlate helps to minimize redundancy of work, minimizes the need for paper, creates a more efficient way for a form to move from one person to another. We probably have more than 100 applications go through our workflow in a year.

We use airSlate as a rostering system to keep track of attendance for classes.

We use it mainly for our onboarding and recruiting process to complete onboarding paperwork and employment applications.

The airSlate platform provides a simple interface which enabled us to automate complex documentation processes in the Service Department. We currently use airSlate for filling out data sheets during instrument installations and preventive maintenance. By integrating airSlate and Salesforce, we are able to automatically include our completed datasheets in the Salesforce Case eliminating the need for extra manual steps by Field Service Engineers. This integration has the added benefit of prepopulating some of the form fields on the datasheets with Salesforce data specific to the customer account. Service Administrators can send datasheets to Service Engineers with the click of a button from within Salesforce.

We are using airSlate as an end-to-end document handling solution. Early this year I tested several similar solutions to solve the problem of collecting a request form with multiple layers of feedback and approval required. airSlate was the best of the three I tested. Now data is collected for analysis and the completed form returns to the applicant.

We are using airSlate as a workflow management and new-business-onboarding solution.